Editing reports

By using the tools and resources in the Report Editor, you can modify reports to change the way the information is displayed, or filter the data for different audiences.

  1. Open the Report Browser by clicking Reports in the left navigation pane.
  2. Click the report in the list to run it.
  3. In the Report Viewer, click Edit report. You can edit the report in the following ways:
    • Change the title of the report by directly modifying the displayed text. The report title cannot be blank. If you change the title, the name of the report in the Report Browser is also updated.
    • Add columns to a report by dragging and dropping properties or calculations from the Data Explorer.
    • Remove, organize, and format columns by using the menu options for a column.
    • Covert a list report to a summarized report, or a summarized report to a list report.
    • Set filter conditions that restrict which rows of data are included in a report. If you specify multiple values to filter on, place each value within quotation marks and use a comma to separate the values. For example: "operator", "division".
    • If you add multiple filters, specify the filter logic by clicking Change logic.
    • Add, edit, or remove charts.
    • Toggle between using simulated or actual data by clicking the Simulated or Actual data options. Designing a report with simulated data avoids repeated queries of the database while you edit the report, allowing for faster changes.
  4. Click Done editing to save your changes. If you save the report, the modified report opens in the Report Viewer.